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Schwab 5-10 Year Corporate Bond ETF

186 hedge funds and large institutions have $5.97B invested in Schwab 5-10 Year Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 72 increasing their positions, 49 reducing their positions, and 39 closing their positions.

Holders
186
Holders Change
+3
Holders Change %
+1.64%
% of All Funds
2.71%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
45
Increased
72
Reduced
49
Closed
39
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
ATPW
151
Ashton Thomas Private Wealth
Arizona
$16.6K +$16.6K +752 New
FAM
152
Family Asset Management
South Carolina
$16.3K -$3.79K -172 -19%
IAIM
153
International Assets Investment Management
Florida
$16.2K +$16.2K +734 New
CAS
154
Coppell Advisory Solutions
Texas
$13K +$13K +588 New
AssetMark Inc
155
AssetMark Inc
California
$13K +$13K +588 New
HCP
156
Hexagon Capital Partners
Arkansas
$12K +$12K +542 New
AF
157
Allworth Financial
California
$10.7K
BTI
158
Blue Trust Inc
Georgia
$10.6K +$10.6K +476 New
BIA
159
Bell Investment Advisors
California
$9.97K +$9.97K +452 New
WWP
160
WR Wealth Planners
Missouri
$8.47K
CIAS
161
Capital Investment Advisory Services
North Carolina
$8.13K +$88 +4 +1%
William Blair & Company
162
William Blair & Company
Illinois
$8.07K +$5.34K +242 +195%
National Bank of Canada
163
National Bank of Canada
Quebec, Canada
$7.79K +$7.79K +350 New
TPCW
164
TD Private Client Wealth
New York
$6.92K -$132 -6 -2%
GWM
165
Geneos Wealth Management
Colorado
$6.17K
SP
166
SWS Partners
Ohio
$5.47K +$5.47K +248 New
RIL
167
Rothschild Investment LLC
Illinois
$5.34K
EW
168
Element Wealth
Mississippi
$5.16K
GI
169
Gradient Investments
Minnesota
$4.9K +$4.9K +222 New
DF
170
Dunhill Financial
United Kingdom
$4.06K
CA
171
Continuum Advisory
Idaho
$3.62K +$3.62K +164 New
US Bancorp
172
US Bancorp
Minnesota
$3.35K +$3.35K +152 New
FMP
173
Financial Management Professionals
Texas
$3K
SS
174
Sunbelt Securities
Texas
$2.96K
WWM
175
Wagner Wealth Management
South Carolina
$1.99K +$265 +12 +15%